Institutional Ownership First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
105
shares
|
$197,715
0.03% of portfolio
|
Q2 2025
Reduced 72.3%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
105
shares
|
$197,715
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
105
shares
|
$197,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
105
shares
|
$197,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
104
shares
|
$195,832
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
103
shares
|
$193,949
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
103
shares
|
$193,949
0.09% of portfolio
|
Q2 2025
Reduced 62.41%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
102
shares
|
$192,066
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$188,300
0.07% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
95
shares
|
$178,885
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
92
shares
|
$173,236
0.0% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
88
shares
|
$165,704
0.01% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
85
shares
|
$160,055
0.01% of portfolio
|
Q4 2023
Added 16.44%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
84
shares
|
$158,172
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84
shares
|
$158,172
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
78
shares
|
$146,874
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
78
shares
|
$146,874
0.0% of portfolio
|
Q2 2025
Reduced 56.18%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
74
shares
|
$139,342
0.03% of portfolio
|
Q2 2025
Reduced 88.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
73
shares
|
$137,459
0.01% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
72
shares
|
$135,576
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
66
shares
|
$124,278
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
66
shares
|
$124,278
0.02% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
60
shares
|
$112,980
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
53
shares
|
$99,799
0.01% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
50
shares
|
$94,150
0.04% of portfolio
|
Q4 2023
New holding
|